+3,118.8%
TXN vs WCN
+6,686.9%
-3,568.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.3% |
| 7D | +2.7% | -1.7% | +4.4% | +3.1% |
| 30D | -6.7% | -3.0% | -3.7% | -6.1% |
| 3M | -8.9% | +2.5% | -11.5% | -10.0% |
| 6M | +34.7% | -5.7% | +40.4% | +35.9% |
| YTD | +53.3% | -7.4% | +60.8% | +55.2% |
| 1Y | +45.0% | -8.6% | +53.7% | +47.1% |
| 3Y | +73.1% | +19.4% | +53.7% | +63.3% |
| 5Y | +59.9% | +27.2% | +32.7% | +48.3% |
| 10Y | +415.7% | +238.5% | +177.2% | +287.9% |
| All | +3,118.8% | +6,686.9% | -3,568.1% | +1,649.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling